The blog.
Practical notes on building enterprise value: finance, strategy, execution, culture, and team. New writing goes out through Value Excellence on Substack.
When the Fog Lifts: Leveraging the Tools of Financial Literacy and Business Intelligence to Build Clarity and Confidence in your Three-Year Forecast
A comprehensive financial view is essential. This requires more than short-term forecasts; it demands a 3-year strategic outlook backed by the right tools.
The Importance of Becoming a Learn-it-All Organization
Companies unlock their potential for innovation, adaptability, and long-term success by fostering a learn-it-all culture with continuous education.
The Importance of Core Purpose for an Organization
Core Purpose is a guiding principle for decision-making, strategy, and culture. A Core Purpose is the fundamental reason for an organization's existence.
The Role Of Prioritization in Strategic Execution
Prioritization is a strategic imperative that helps organizations be better positioned to execute their plans effectively and achieve their goals.
The Importance of "Who?" in Your Strategic Plan: The Core Customer
Identifying and gaining a deep understanding your core customer is fundamental to optimizing profitability and achieving long-term success.
Enhancing Business Performance Through Widget-Based Financial Modelling
Using a widget-based financial model can transform how a business operates, providing a clear, data-driven pathway to sustained growth and profitability.
Using a Key Function Flow Map: Doing the Right Things the Right Way
A Key Function Flow Map helps ensure that all stakeholders are aligned and contributing effectively towards organizational goals.
Developing Organizational "Actions to Live By"
Creating and implementing Actions to Live By transforms abstract values and goals into practical activities that foster a cohesive organizational culture.
Effective Team Communication and Planning Cadence
Adopting a planning cadence that includes quarterly and annual prep and roll-out to the entire organization helps maintain alignment and fuels success.
The Importance of Your Brand Promise and Guarantee
The brand promise should serve as a guiding principle for every interaction with your target audience, building trust and credibility.
Gain Sharing: A Path to Ownership Mindset and Improved Performance
Gain sharing is a performance-based compensation system that rewards collective contributions, fostering an ownership mindset and driving organizational success.
The Power of Personal Growth Plans in Organizations
Incorporating personal growth plans into HR systems creates a powerful tool for talent retention and employee satisfaction.
Company Scoreboard: Metrics that Define Success
A Company Scoreboard combining financial and non-financial metrics helps evaluate success and drive organizational alignment.
Organizational Focus: Knowing ONE Thing Really Well
Organizational focus is critical for business success. The Hedgehog concept provides a framework for companies to excel by identifying one core area of expertise.
Understanding the Attributes of Your Market
Marketplace attributes provide the framework for evaluating and understanding your market, creating a sustainable strategic position that drives success.
Weekly Forward Forecast: A Strategic Tool for Financial Growth
The Weekly Forward Forecast offers visibility into projected financial performance, enabling teams to learn and make adjustments to stay on track toward organizational goals.
Function Scorecards: Redefining Job Descriptions and Success
Function Scorecards provide an understanding of a role's purpose, accountabilities, competencies, success metrics, and the core values of an organization.
Unleashing the Power of Core Values in Your Organization
Core values drive successful organizations. By discovering, nurturing, and applying core values, organizations can cultivate a culture of excellence.
The Power of Dynamic SWOT Analysis in Annual and Quarterly Planning
Incorporating dynamic SWOT analysis into your organization's planning process can provide a competitive advantage by ensuring agility and adaptability.
Understanding Your Market Before Scaling: Developing a Market Map
Developing a market map provides a holistic view of the market before scaling, which is vital for sustainable growth and success.
From Illiteracy to Wellbeing: The Four Stages of Financial Literacy
By investing in financial literacy, organizations empower their employees and create a thriving work environment that drives mutual success.
The Building Blocks of a Disciplined Team
Company growth naturally leads to a need for increased structure within the organization, which is where disciplined teams come in.
4 Types of Growth Motivation
It helps for leaders to understand the motivation behind the desire to scale up. Without a clear reason, it can be difficult to press through growth pains.
The Pitfalls of Vague and Generic Vision Statements
Building your company's vision requires the crafting of a vivid description that ignites passion and purpose within your organization and beyond.